Purchases and Sales Made in Q1 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q1 2023. The information is specifically focused on institutions that hold shares of Broadcom Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
324New |
$179K - $209K
|
324
$74K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
324New |
$179K - $209K
|
324
$74K
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
323+ 4.09% |
$179K - $208K
|
8.22K
$1.88M
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
323New |
$179K - $208K
|
323
$73.8K
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
322New |
$178K - $207K
|
322
$73.6K
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
322New |
$178K - $207K
|
322
$73.6K
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
321New |
$178K - $207K
|
321
$73.4K
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
321+ 4.13% |
$178K - $207K
|
8.09K
$1.85M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
320+ 21.04% |
$177K - $206K
|
1.84K
$421K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
320+ 10.61% |
$177K - $206K
|
3.34K
$763K
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
319New |
$177K - $205K
|
319
$72.9K
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
318New |
$176K - $205K
|
318
$72.7K
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
BUY
|
- |
317New |
$175K - $204K
|
317
$72.4K
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
317New |
$175K - $204K
|
317
$72.4K
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
317New |
$175K - $204K
|
317
$72.4K
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
317New |
$175K - $204K
|
317
$72.4K
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
316New |
$175K - $203K
|
316
$72.2K
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
316+ 65.83% |
$175K - $203K
|
796
$182K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
315+ 18.73% |
$174K - $203K
|
2K
$456K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
315+ 5.96% |
$174K - $203K
|
5.6K
$1.28M
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
315New |
$174K - $203K
|
315
$72K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
315New |
$174K - $203K
|
315
$72K
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
314+ 0.31% |
$174K - $202K
|
100K
$22.9M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
313+ 10.47% |
$173K - $201K
|
3.3K
$755K
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
313New |
$173K - $201K
|
313
$71.5K
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
313+ 7.32% |
$173K - $201K
|
4.59K
$1.05M
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
312New |
$173K - $201K
|
312
$71.3K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
310+ 17.19% |
$172K - $200K
|
2.11K
$483K
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
309+ 4.74% |
$171K - $199K
|
6.83K
$1.56M
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
309+ 1.61% |
$171K - $199K
|
19.5K
$4.45M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
307+ 8.79% |
$170K - $198K
|
3.8K
$868K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
307New |
$170K - $198K
|
307
$70.2K
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
305+ 3.23% |
$169K - $196K
|
9.75K
$2.23M
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
301+ 5.44% |
$167K - $194K
|
5.84K
$1.33M
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
300+ 2.04% |
$166K - $193K
|
15K
$3.43M
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
298+ 48.06% |
$165K - $192K
|
918
$210K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
295+ 4.36% |
$163K - $190K
|
7.06K
$1.61M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
292+ 3.97% |
$162K - $188K
|
7.64K
$1.75M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
291+ 1.02% |
$161K - $187K
|
28.9K
$6.61M
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
290+ 5.27% |
$161K - $187K
|
5.79K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
290+ 5.75% |
$161K - $187K
|
5.33K
$1.22M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
287+ 4.41% |
$159K - $185K
|
6.79K
$1.55M
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
285+ 0.92% |
$158K - $183K
|
31.3K
$7.15M
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
283+ 5.02% |
$157K - $182K
|
5.92K
$1.35M
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
281+ 13.1% |
$156K - $181K
|
2.43K
$554K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
281+ 3.6% |
$156K - $181K
|
8.09K
$1.85M
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
280+ 62.08% |
$155K - $180K
|
731
$167K
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
278+ 1.53% |
$154K - $179K
|
18.4K
$4.21M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
276+ 5.16% |
$153K - $178K
|
5.62K
$1.28M
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
276+ 1.89% |
$153K - $178K
|
14.9K
$3.41M
|